Long-term investor
Garde Capital, Inc. @gardecapitalinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001616328).
Record
- Tracked since 2025-06-30 (434 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months +7.2% · 1 year +13.6% · all +13.6%
- Max drawdown -4.7% · Sharpe 0.63 · win rate 5% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTV · 10.7% · long · since 2025-06-30
- VUG · 10.3% · long · since 2025-06-30
- VV · 6.6% · long · since 2025-06-30
- BND · 5.9% · long · since 2025-06-30
- VTI · 4.3% · long · since 2025-06-30
- VGK · 4.2% · long · since 2025-06-30
- VPL · 3.2% · long · since 2025-06-30
- IEF · 2.7% · long · since 2025-06-30
- VTIP · 2.6% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- VB · 2.3% · long · since 2025-06-30
- VMBS · 2.1% · long · since 2025-06-30